Sat.Apr 15, 2023 - Fri.Apr 21, 2023

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7 Tips for Working with a Fractional CFO to Grow Your Business Value

Focus CFO

As a small business owner, you face many challenges when running your own company. Financial management is one of the most critical aspects of any business, but hiring a full-time CFO can be a costly and unrealistic expense for many small businesses. This is where Fractional CFOs, like those provided by FocusCFO, come in.

CFO 52
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Are You Thinking Strategically or Transactionally This Year?

Adam Kae

Chances are, you’ve revisited your business goals and you have a clear idea of what to do this year. At this beginning point in Q2, it’s time to make sure that your plans and actions match up with that goal - and most importantly: are you achieving those goals with a strategic mindset, or a transactional one? Let’s take a look at what those mean for you, and how you can make sure you’ll hit your targets this year.

CFO 52
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Trending Sources

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4 CFO tips for demystifying AI hype

CFO Dive

Innovation in AI has prompted talk of a coming technological leap as profound as the creation of the internet. It has also sparked anxiety. CFOs need to navigate past the hype and fear.

CFO 273
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Three CFOs Talking About AI and How It’s Influencing Their Strategy Discussions

CFO Thought Leader

MADE POSSIBLE BY VERSAPAY The first Collaborative Accounts Receivable Network. Our AR automation solutions and next-generation B2B payments network make billing and payments easier for enterprises, increasing efficiencies, accelerating cash flow, and dramatically improving the customer experience. Based in Toronto with offices in Atlanta, Cleveland, Baltimore, LA, and Las Vegas, Versapay is owned by Great Hill Partners, a Boston-based technology investment firm.

CFO 52
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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

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Flexibility still king for workers: Report

CFO Dive

Despite a labor market resurgence in March, nearly half (47%) of those in the workforce are still highly concerned about what a downturn may mean for their job security and finances, the April Workforce from iCIMS said.

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How Deep is Your Bench?

CFO Simplified

I’ve seen it happen often. An employee walks off the job, and there is a sudden scramble in the office. Not only are there security issues, but who is going to do the work that Bob / Sally was doing? It seems to be more critical now, with difficulties in staffing. It’s always been hard to find the right people to do the work in your company, but now there’s the problem of finding someone to fill the empty slot in a tight hiring environment.

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Is 50% the New (Metro) RTO?

Barry Ritholtz

I mentioned a few weeks ago how much better Europe ‘s return to office rate was doing versus ours : 90+% RTO, while the USA is ~60%. I cannot speak to Europe, but that U.S. number is an average across all regions, industries, age groups, etc. In some parts of the country, it is appreciably higher or lower; as you might imagine, it varies greatly.

Numbers 128
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3 CFOs talk shifting ESG headwinds

CFO Dive

The nuanced picture that three CFOs painted Tuesday of the business case for ESG sharply contrasted with the backlash that has roiled the public debate recently.

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Technology for Business Sake - Life Sciences Professional Podcast

Navigator SAP

In this episode of Lifesciences Professional Podcast, Linda Robertson speaks with Ralph Hess about business technology in the Life Sciences industry.

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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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This Week on TRB

The Reformed Broker

I spent the week in Paris with the family and it was really an amazing trip. As you guys know I’m big on history and art and food and stuff so I had been looking forward to it for a long time. And the city did not disappoint. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world.

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The 60/40 Portfolio is Back! *after not going away

Barry Ritholtz

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point. No, the 60/40 mix of stocks and bonds is not dead; No, this is not the first time we had a regime of high inflation, transitory or otherwise.

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Rate hedging for non-bank CFOs

CFO Dive

Many firms don’t have exposure to the longer-duration government bonds that hammered Silicon Valley Bank. But there are other rate risks to guard against.

Banking 293
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Is My Business a Professional Services Firm?

Navigator SAP

Sometimes the line between consultant, contractor, and professional services firm can be confusing. Yet the distinction is important, because it helps your business organize properly and align around the best practices and technologies that support the actual work of your organization.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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No grave delivery gap in audit, says ICAI President

CFO News

"I don’t think there is a grave delivery gap in the audit. If that were the case, you would not have seen India progressing; we are right now projected as one of the bright spots in terms of the economic outlook. The whole world is looking up to India. If there is no great financial reporting happening, do you think it would have been possible for India to be projected as the bright spot in terms of the economic growth you are seeing?

Auditing 105
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The Tide of Price over Volume

Barry Ritholtz

My fishing pal Sam Rines has spent much of this year pushing a thesis of “ Price over Volume” ; I found it a compelling narrative, one that fits in nicely with an apsect of inflation that I had originally underestimated: “Greedflation.” The Price over Volume thesis is both compelling and underappreciated. I hope you find his take thought provoking… -Barry Price over Volume remains a key theme this earnings season with PG’s earnings report the tip of the iceberg.

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Tax AI is here, but distrust lingers

CFO Dive

AI could help companies with filing taxes. But first, finance executives need to learn to trust it.

Finance 284
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Do the Best Equity Fund Managers Follow the Bond Market?

CFA Institute

A fund family's success with bond funds may not translate to the equity side of the ledger.

Marketing 103
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Forecasting Failures Are Costly: Heres How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

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India's GDP to grow at 6.2% in FY24, RBI to cut rate in Q1 2024: Morgan Stanley

CFO News

Morgan Stanley predicts that India's gross domestic product will grow by 6.2% in FY24 due to the reopening of the economy, increased private sector investment, a cyclical recovery in consumption and an increase in government spending. Inflation is predicted to be below 5% in Q2 2024, with inflation averaging around 5.5% in F2024, says the report.

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MiB: Joe Barratta, Blackstone’s Global Head of Private Equity

Barry Ritholtz

 This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management. Baratta, who joined the firm in 1998, is also a member of the board of directors and serves on multiple management committees, as well as the firm’s investment committees.

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To keep pace with healthcare costs, data is key

CFO Dive

For CFOs managing both company costs and their employees’ wellbeing, having access to the right data to make strategic healthcare decisions is essential.

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New 5-year TIPS gets a real yield of 1.32%, an attractive result

Tips Watch

By David Enna, Tipswatch.com The Treasury’s auction of $21 billion in a new 5-year Treasury Inflation-Protected Security — CUSIP 91282CGW5 — resulted in a real yield to maturity of 1.320%, a bit higher than looked likely through the morning.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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How CFOs can leverage the power of AI, limit risks

CFO News

CFOs need to ensure that the technology serves the interests of all stakeholders, uses high-quality data, safeguards against rogue use and attacks, protects user data, and avoids harm to people, property, and the environment.

Leverage 104
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10 Tuesday AM Reads

Barry Ritholtz

My Two-for-Tuesday morning train WFH reads: • With the Odds on Their Side, They Still Couldn’t Beat the Market : In 2022, conditions were heavily in stock pickers’ favor, but most trailed the market. This year looks worse. ( New York Times ) • Scary economists and bad news : The news cycle has swung back to recession talk, even as inflation is coming down and unemployment is at a 50-year low.

Economics 111
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Half of global workers open to leaving jobs: study

CFO Dive

Thirty percent of businesses are experiencing “value drag,” with employees feeling disengaged and looking to leave, and another 18% are in a “value risk” state, where business value is at significant risk, according to the research.

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The cost of being a corruption-busting CFO

CFO Talks

Written by Leigh Schaller What happens when you take a principled CFO and place her in dysfunctional municipalities? You get Mercy Phetla fighting through courts and council meetings in an attempt to do her job. Mercy Phetla doesn’t think of herself as a whistleblower. 7“I’m just doing my job,” Mercy told the #CFOClubConvo. Her job has caused trouble in small towns across rural South Africa for those who wish she didn’t care about corruption.

CFO 98
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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.